West Financial Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

West Financial Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22	Closed	-$6.93K	–	240
2025 Q4	$6.93K	Hold	22	–	–	﹤0.01%	159
2025 Q3	$6.77K	Sell	22 -21	-49%	-$6.22K	﹤0.01%	147
2025 Q2	$12.3K	Sell	43 -25	-37%	-$6.59K	﹤0.01%	145
2025 Q1	$17.5K	Sell	68 -10	-13%	-$2.71K	﹤0.01%	136
2024 Q4	$21K	Hold	78	–	–	﹤0.01%	132
2024 Q3	$20.5K	Hold	78	–	–	﹤0.01%	128
2024 Q2	$19.5K	Sell	78 -22	-22%	-$5.29K	﹤0.01%	108
2024 Q1	$24K	Sell	100 -16	-14%	-$3.66K	0.01%	103
2023 Q4	$25.3K	Sell	116 -30	-21%	-$6.13K	0.01%	103
2023 Q3	$28.6K	Sell	146 -22	-13%	-$4.48K	0.01%	94
2023 Q2	$34.1K	Sell	168 -22	-12%	-$4.22K	0.01%	90
2023 Q1	$35.5K	Hold	190	–	–	0.01%	86
2022 Q4	$33.1K	Hold	190	–	–	0.01%	84
2022 Q3	$31K	Sell	190 -10	-5%	-$1.82K	0.01%	111
2022 Q2	$34K	Hold	200	–	–	0.01%	108
2022 Q1	$42K	Sell	200 -25	-11%	-$5.13K	0.01%	107
2021 Q4	$50K	Hold	225	–	–	0.01%	110
2021 Q3	$45K	Hold	225	–	–	0.01%	101
2021 Q2	$45K	Hold	225	–	–	0.01%	93
2021 Q1	$42K	Hold	225	–	–	0.01%	92
2020 Q4	$40K	Buy	+225	New	+$37.4K	0.01%	93

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

West Financial Advisors's VV Position: Q1 2026 in Review

West Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2026, closing a stake of 22 shares — an estimated $6.93K sold.

West Financial Advisors first reported a position in VV in Q4 2020 and held it in 21 quarters. The position peaked at $50K in Q4 2021. 1,315 funds tracked by Wall St. Rank hold VV as of Q1 2026.

West Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 22 Vanguard Morningstar Large-Cap ETF shares in Q1 2026, an estimated $6.93K.
West Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 21 quarters.
West Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $50K in Q4 2021.
1,315 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.